Just caught that Oppenheimer kicked off coverage on CoreWeave back in early March with an Outperform call. Price targets are sitting around $127 average, which implies roughly 70% upside from where it was trading then. Pretty interesting timing given the AI infrastructure push.

The institutional moves are mixed though. Magnetar trimmed their position hard - down about 20% from their prior filing. But Goldman Sachs actually loaded up, nearly doubling their stake to just over 2% of the company. Nvidia's holding steady at their 5.79% ownership. Overall, 773 funds have positions now, so there's solid institutional interest.

Revenue projections are aggressive - expecting over 140% growth year-over-year. The put/call ratio sitting at 0.79 suggests the market's leaning bullish on this one. Worth keeping an eye on how these big money moves play out over the next quarter.